Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Bulk Upload Users

To upload users (employees):

  1. On the Users screen, click Upload User File.
  2. Click the link to download the sample user file, and save the file on your computer.
  3. Open the file, and enter the user data.

    The first row in the spreadsheet is the row that determines where your data belongs in the database. The following list provides more details on some of the fields in the sample template:

    • user_login: Each user in the system requires a unique login.

    • user_firstname: First names can contain hyphens, accents, and can be two words (for example, Mary Jane). If you receive an error when attempting to upload a user with a special character in the first name, contact your Client Services Account Manager.

    • user_lastname: Last names can contain hyphens, accents, and can be two words (for example, Hyde White). If you receive an error when attempting to upload a user with a special character in the last name, contact your Client Services Account Manager.

    • user_email: Each user in the system requires a unique email address.

    • user_state: This is not a required field, but if it is completed, the value in the cell must match an existing state value in the system. If the spelling is not exact, an error occurs.

    • user_country: This is not a required field, but if it is completed, the value in the cell must match an existing country abbreviation in the system. If the spelling is not exact, an error occurs.

    • user_location: This is not a required field, but if it is completed, the value in the cell must match an existing location name in the system or an error will occur. If the spelling is not exact, an error occurs.

    • user_org_level: The company value must match an existing company or division level name in your organizational structure or an error occurs. If the spelling is not exact, an error occurs.

    • job_code: This is not a required field, but if it is completed, the value in the cell must match an existing job code in the system or an error occurs. If the spelling is not exact, an error occurs.

    • user_status: This is not a required field, but if it is completed, the value in the cell must match an existing user status (for example, Exempt, Non-Exempt) in the system or an error occurs. If the spelling is not exact, an error occurs.

    • user_group: This cell contains the group affiliations to which the internal user must be added. The group name must match an existing group name in the system or an error occurs. To add the user to more than one group, enter a space and the pipe symbol (|) between each group name. If the spelling is not exact, an error occurs.

  4. After you completed the required fields, save the file on your computer.
    Note: You must save the file in the same CSV format in which you downloaded the file. A TXT or XLS format will not upload correctly to our system.
  5. Go back to the screen in the system, and click Browse to find the file you just saved.
  6. Click Upload File.